Marisa Beth Lindsey
Investment adviser representative at Empower Advisory Group, LLC
8 yearsExperience
1 stateRegistered in
$195.4BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
8 years in the industry.
- Empower Advisory Group, LLCNov 2021 to now
- Gwfs Equities, IncAug 2021 to now
- AscensusMar 2021 to Aug 2021
- Bb&t Retirement & Institutional ServicesMar 2017 to Dec 2020
- First Citizens BankAug 2013 to Mar 2017
- First Citizens Investor ServicesAug 2013 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
Empower Advisory Group, LLC
$195.4BAssets managed
297,074Clients
1,979Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4697707
- Firm CRD
- 112058